Kiran
Patel
Westpark Wealth Advisors, Inc
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About this Advisor
Kiran Patel is a financial advisor who works in Dallas, Texas with a total of 7 years of industry experience. Patel is an employee of Westpark Wealth Advisors, Inc. Their career trajectory has included roles at Hospitality Group LLC, Cetera Advisors LLC, Ims Securities, Inc and Ims Financial Advisors, Inc. Patel holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts and Texas. Westpark Wealth Advisors, Inc is a firm based in Houston, TX. The company has offices in 11 locations and a total of 32 employees. It manages $220 million in assets among its 936 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 936 client accounts, just 11% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Westpark Wealth Advisors, Inc likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westpark Wealth Advisors, Inc Brokerage Details
$219,704,274
32
936
$234,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kiran Patel Work History
Kiran has been registered as a financial advisor for 7 years.*
Ims Securities, Inc
Ims Financial Advisors, Inc
Cetera Advisors LLC
Hospitality Group LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kiran Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Westpark Wealth Advisors, Inc
Houston, TX
Dallas, TX
Houston, TX
Houston, TX
Houston, TX
Baton Rouge, LA
Sugar Land, TX
Bellaire, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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